Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Encrypt text and files with end-to-end encryption. Share securely via email, cloud storage, or chat systems. Verify sender identity to ensure communication privacy. Protect messages and documents with one-click encryption.
Create paperless forms with a drag-and-drop builder that works online or offline. Collect data with time and date stamps, GPS location, and barcode scanning. Export and share forms securely.
Create inspection reports for chimney, dryer, and heating appliances with professional PDF output. Upload multiple images for visual evidence. Use pre-written language to streamline report creation and ensure consistency.
